Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
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Belgrano
Thanks for comment. The pre registration process was a great way to build and gauge demand for the product and your comment supports wisdom of SBTX using an established supplier who can scale up production rapidly.
I wonder how long it will take before SBTX release order or revenue data will it be in a month’s time? it is clearly going to be a very price sensitive number.
Hi Analyser,
I don't think the company has a stock supply issue. Lucky for them that initial huge surge of sign ups before subscription, sent alarm bells ringing and Winclove moved some pretty large scale production over.
Strongly believe company had 221k one months supply of product, with more coming in a couple of weeks ago. (Please don't ask me to substantiate this), which made me think order size was 250K or 7m doses.
I actually think the USA demand will go like 20 X uk one, once we see the main advertising kicking in tomorrow.
Belgrano The Cenkos note showing revenue showed how large revenues might be just on U.K. market and we know that US market is 5 times larger than U.K.
.As I said other day, this looks to be a company with a supply challenge as opposed to a demand challenge. Agree with your view that a company with such characteristics should be on a high PE multiple.
Once revenue and profits flow then company will start to attract IIs
It effectively a med tech company.
Not selling a bean.
Just one more trading day till product launch. Many want in, but cant see price retreating much now..that minor tree shake today went pear shaped by the instigators and the dip was heavily bought into.
Share price is high with a m cap of 110M. However this product launch can build revenue very quickly indeed, and have decent sustainable income.
For me the trigger points will be for me as we transition into a income generating machine.
3000 subs total turnover 1.5M
4464 subs profitability point of 1.5M (est)
25K subs 7M profit..... justifies 140M M/Cap, however if increasing subs could double P/E.
Believe 25K subs is going to be the real trigger, where transition to large income proves irresistible to the market. Even if OPTI and Seneca decided to sell, they would be crushed in the rush, and price wont miss a beat. In fact it will probably surge, as stock moves into firmer hands.
What I like is my timeline, as I know they already have the stock and the interest to meet the higher figures stated, and could indeed be there by late spring.
Our share price is dancing around today like Fred Astaire.
Yep hold em golden tickets tightly, as Stuart says this stock has "a glittering future".
OK, researcher1, Thanks.
I think there will be an element of lemming-like behaviour on the back of the conspiracy, which TW admits he has no evidence, just his opinion. But, unfortunately, some peeps will ignore that obvious caveat, as well as ignore the lockin period has not yet expired.
I hope those that sold on the conspiracy have merely banked some profits and not been scared out of their investment and now look at an entry-level to get back in.
elrico, I haven't bothered with TW's nonsense (I have previously pointed out his worse-than--useless advice in multiple posts) but there is no logical reason for pis to sell today, so I came to the natural conclusion there was something else afoot.....
Elrico, Excellent comment.
Would TW's conspiracy be the same had SA chosen his platform to promote the company? To argue the IM presentation was pointless is pathetic given the company is entering a key period of its commercial strategy. TW is whining because he wasn't offered the same for which he would have charged his paid subscribers a second charge for the video. Moreover, TW know very well SOH usually places SBTX sell into safe hands; only once has this not been the case; this being when SP Angle lied to him and dumped them onto the MM, which I suspect was Winterfloods.
From my POV, if OPTI needs funding for a large production like H&B or Optipharm again, it must be raised via OPTI own shares. Selling more SBTX would be criminal at this stage; almost 50% of the original 42% has already been sold. To do so again would undermine OPTI market value and throw away a great opportunity to reward OPTI investors with a nice dividend.
Sadly, there is evidence lemmings agree with his conspiracy.
Nice find/share thanks Aquae! It's an amazing partnership that SBTX have struck with the US and UK foundations.
Another example of the pragmatic approach, focused on patient outcomes rather than following the traditional clinical route, ensuring more of those in need gain quicker and easier access.
When you consider how quickly we've moved to commercialisation, and how quickly we're helping those in need, it's phenomenal progress really.
Note the advert at the bottom of the page
https://www.psoriasis.org/about-us/
Yep our investments sound . Haven't been able to spot on any real weakness so far and believe me I've spent a great deal of time doing so. Potential for hostile T/A is there , but would cost em premium dear.
Know Winclove are literally churning out the doses by the millions, and that's a fact in response to the initial huge response the company received in interested parties.
Stuarts is governed by the NOMAD, and rightly cannot release any info that's clearly market sensitive, and we respect that.
However Uk interest was bloody huge and was unofficially "reported at at 50k", now the tribe of "Uncle Sam" is about to KO that into a ****ed hat. As Stuart confirmed today "US response has surpassed UK."
Fill your boots guys, and hang onto em "golden tickets".
DYOR Bel.
Thanks Belgrano, I hope you are right, I don’t think SOH would be so foolish.
Lol nice try Farris, think you are digging. Opti could offload at any time but SOH is rock solid as he can also see where this one going and hes not selling his shareholders (of which many are here) short.
Haven't heard the TW stunt, can can say for sure SBTX has certainly approached this launch in a very professional and ethical way in my humble opinion as a minor shareholder.
TW mentions the presentation could be a PR stunt, so opti can sell down there holding in sbtx via Cenkos, not good,
Now if they sold say 10% to Croda that would be nice
https://www.investormeetcompany.com/investor/meeting/introduction-to-skinbiotherapeutics
Anyone got a link to the presentation
And now I'm just seeing that late trade.
Apologies.
For clarity, the 70p was the UT.
Just saying.
I'm in the money! not by much but a profit!
I'll be holding on to this though, whereas I now have a tendency to sell any individual company shares off lately, because I'm the king of picking dogs.
I do think this is a great bet.
Nice late buy at 70p. Honestly a little surprised we didn’t bust through 70p mid afternoon but we got there eventually. 80p plus in the next few weeks got to be a strong possibility.